WKSWA

White Knight Strategic Wealth Advisors Portfolio holdings

AUM $127M
1-Year Est. Return 33.47%
This Quarter Est. Return
1 Year Est. Return
+33.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$220K
3
+$63.4K

Top Sells

1
+$23.8M
2
+$5.27M
3
+$4.95M
4
AAPL icon
Apple
AAPL
+$4.9M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.77M

Sector Composition

1 Financials 26.97%
2 Technology 17.5%
3 Consumer Discretionary 10.62%
4 Healthcare 6.63%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.39%
14,055
-15,735
52
$416K 0.38%
4,391
-8,037
53
$404K 0.37%
3,937
-3,677
54
$401K 0.37%
1,989
-1,909
55
$393K 0.36%
6,022
-7,788
56
$392K 0.36%
+1,190
57
$362K 0.33%
2,165
-2,035
58
$348K 0.32%
620
-660
59
$340K 0.31%
1,266
-1,436
60
$323K 0.3%
9,445
-12,961
61
$304K 0.28%
4,351
-4,351
62
$302K 0.28%
3,438
-3,439
63
$289K 0.27%
6,477
-7,235
64
$287K 0.26%
2,747
-2,167
65
$285K 0.26%
5,254
-6,834
66
$284K 0.26%
11,625
-14,025
67
$262K 0.24%
510
-1,088
68
$260K 0.24%
3,629
-5,129
69
$250K 0.23%
3,685
-12,055
70
$249K 0.23%
2,094
-2,959
71
$242K 0.22%
420
-444
72
$239K 0.22%
2,443
-473
73
$239K 0.22%
1,555
-1,585
74
$238K 0.22%
9,397
-13,757
75
– –
-6,300
1 2
3
4 5